Construction Account Manager
IDj-64318
Job TypeDirect Hire
Remote TypeHybrid
Compensation$75000 - $120000 / yr
j-64318
DOWNTOWN TORONTO
Construction Account Managers work in partnership with Construction Producers and group members to provide attentive, effective client service, reinforcing and developing the client/broker relationship.
RESPONSIBILITIES:
· Negotiation and placement of new business, renewals and remarkets.
· Organization, presentation and/or delivery of materials to underwriters including any necessary overview to ensure their valid interpretation of the risk.
· Provide formal binding/renewal instructions to underwriters upon advice from producer for agreed upon coverages remembering that time is of the essence.
· Issue binder of insurance pending receipt of formal policy, invoice & abeyance files and follow up for policies.
· Evaluate marketing submissions including making suggestions and/or recommendations for revisions to specifications if warranted.
· Complete review and analysis of quotations received.
· Record new business activity in monthly quote logs and update as required.
· Provide comparisons to the producer, highlighting enhancements and/or limitations for renewals in order for the producer to proceed with the development of presentations to new and existing clients, including creating comparison spreadsheets as needed.
· Issue finance quotes/contracts when required.
· Review assigned renewal lists with producers 90 days prior to renewal, order renewals from insurers 60 days before renewal, anticipate requests for updated information and/or applications and/or additional renewal information for clients
· Provide automobile quotations using insurer website quoting tools or by submitting to underwriter to quote, when requested.
· Provide liability cards, application and commercial vehicle supplement (if required) for completion to producer when binding required.
· Set up the file & abeyance and make sure the application is completed and submitted to Insurer within the applicable binding period.
· Order endorsements from insurers when producer or client requests changes to policies.
· Invoice and check the endorsement when it comes in.
· Take calls from clients and deal with queries as fully as possible before referring to the producer in order to build and reinforce the service relationship with the client.
· Issue certificates of insurance as requested, with copies to insurer and file.
· Respond to lienholder/lessor/mortgagee requests for copies of insurance policies.
· Detailed documentation of all calls, correspondence and transactions in the system.
· Provide back up for the producer and for other construction group and claims representatives by taking necessary information from callers/visitors.
Practice Group Contribution includes:
· Liaise with Practice Leader and consult where needed with other practice group members
· Share Insurer and product information with all group members, manager, producers & partners.
· Establish and develop rapport and strong working relationships with underwriters and insurance company representatives.
Responsibility for assigned client portfolios includes:
General Responsibilities
· Maintenance of proper file documentation, applications where needed and summaries to ensure information is readily accessible by others, in accordance with procedures
· Assist in updating the marketing files and information on the computer system.
· Assist with balancing of portfolios, with attention given to market share, mix of business and particular appetites of various Insurers
· Diligent observation of and respect for RIBO Code of Conduct and Privacy policy and procedures in place, in all aspects of professional conduct
· Contribute and maintain professional atmosphere and appearance of the office.
· Participate in continuing education programs as available (also required by RIBO).
· Other projects and/or duties as needed and requested by management.
QUALIFICATIONS:
· Experience with insurance software is required, Experience with Acturis is an asset
· RIBO license is required
· Excellent communication and interpersonal skills
· Existing knowledge of insurance products, industry regulations and underwriting processes is an asset
· Proficiency in Microsoft Office
3 Years Min Experience
Want to know more? Let's Talk! Call or text me at 519-572-6095
cindy@jobbornsolutions.com
Cindy Gowing, PRC
AIRS, Certified Professional Recruiter
JOB-BORN Executive Search Inc.
519-572-6095
BIG ENOUGH TO SERVE YOU …small enough to know you